Reports

The Reports tab in Identity360 provides administrators with critical directory-specific insights and analytics to monitor, manage, and optimize their organization's systems, user activities, and overall operational performance.

When you're logged in as a super admin, you can view the actions performed by other users with admin or super admin privileges.

The reports can be exported to various file formats, including CSV, PDF, HTML, and XLS. You can also customize the reports by adding or removing fields to view only the data that is relevant to you.

Reports are grouped into three different categories based on the directories used, which can be selected using the drop-down in the top-left corner of the Reports page. The categories are:

• Universal Directory
• Azure Active Directory
• Salesforce

Steps to generate a report

• Navigate to the Reports tab.
• Use the drop-down menu in the top-left corner to select the directory or tenant for which you want to generate the report. The options are Universal Directory, Azure Active Directory, or Salesforce.
• Select the report that you wish to view from the sidebar.
• Some reports require you to enter a time period for which the report will be generated. In such cases, select the period and click Apply.
• The report will be generated and displayed on the next page.

Exporting the reports

1. To export the report, select the desired report and click the Export As menu in the top-right corner.
2. Choose your preferred file format from the available options: CSV, PDF, HTML, or XLS.
3. To secure the report, select the I want to protect this file with password option to apply a password, preventing unauthorized access.

   Note: If password protection is not enabled in Report Export Settings, setting a password will be optional. However, when enabled, a password will become mandatory. Also, reports exported and redistributed before this setting was enabled will not be password-protected.

4. The report will be queued for export.
5. To view the history of all export actions carried out, click the present next to the Export As menu.
6. Hover over the report that you exported. You'll get three options.
• Click the Download icon to download and save the report.
• Click the Mail icon to send the report via email.
• Click the Delete icon to remove the report form the Report Export History list.
7. Click More to view the Export Settings. Here, you can modify the description of the report and also choose to include the product logo

Customizing the reports

1. Select the desired report and click the button.
2. To add a field, select the field from the Available Columns list and click the >> arrow to move it to the Selected Columns.
3. To remove a field, select the field from the Selected Columns list and click the << arrow to move it to the Available Columns.
4. You can also select the order in which the fields appear by selecting a field and clicking the Up or Down buttons.

Note: Fields marked as mandatory cannot be removed.

Sorting the reports

These two techniques can be used to sort the order of the entries in a report to fit your requirements:

1. Click the column name of your choice to sort the entries within that particular column in either ascending or descending order.
2. Select the desired report and click the button. You can sort the entries of any field from the Selected Columns list by clicking either the ascending or descending options next to the field names.

Filtering the reports

1. Select the desired report and click the icon found in the top-right corner of the report.
2. In the first drop-down box, select the parameter based on which you want to filter the data.
3. In the second drop-down box, select the matching condition for the parameter.
4. In the text box, type the value for the parameter.
5. Click to add more conditions.
6. In successive conditions, use the drop-down list to the left of the first drop-down list mentioned to decide the logical operator to be used.
7. The Criteria Pattern displays the order in which the rules created will be applied for this report.
8. Click Apply to retrieve only the required data from the report.
Note: The applied filter on the reports will remain unchanged until it is removed or modified.
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